CFP Board’s Consumer Guide to Financial Self-Defense

Protecting yourself from financial fraud should be a consideration for any and every American saver and investor. Unfortunately, a minority of financial advisors fail to practice the profession’s high ethical standards. Certified Financial Planner (CFP) Board wrote the “Consumer Guide to Financial Self-Defense” to provide consumers with more information on how to spot “red flags” when working with an investment professional as well as “common behaviors that warn of fraudulent or unethical practices. This quick read will leave you better prepared to responsibly invest.